BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,358 hedge funds and large institutions have $228B invested in Berkshire Hathaway Class B in 2022 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,414 increasing their positions, 1,274 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-76
Holders Change %
-2.21%
% of All Funds
56.78%
Holding in Top 10
574
Holding in Top 10 Change
-75
Holding in Top 10 Change %
-11.56%
% of All Funds
9.71%
New
131
Increased
1,414
Reduced
1,274
Closed
165
Calls
$4.92B
Puts
$3.82B
Net Calls
+$1.1B
Net Calls Change
-$376M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.79B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.64B
3
BlackRock
BlackRock
New York
+$532M
4
Renaissance Technologies
Renaissance Technologies
New York
+$469M
5
Bank of America
Bank of America
North Carolina
+$312M

Top Sellers

1
FWM
Frontier Wealth Management
Missouri
-$5.11B
2
State Street
State Street
Massachusetts
-$1.81B
3
CIAS
CFS Investment Advisory Services
New Jersey
-$449M
4
AWA
Aaron Wealth Advisors
Illinois
-$432M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
IVP
751
Intrinsic Value Partners
Arizona
$12M -$213K -779 -2%
JWBC
752
J.W. Burns & Co
New York
$12M +$447K +1,637 +4%
ERIM
753
Eagle Ridge Investment Management
Connecticut
$12M +$51.1K +187 +0.4%
PFP
754
Pinnacle Financial Partners
Tennessee
$12M +$339K +1,243 +3%
BG
755
Bahl & Gaynor
Ohio
$12M -$630K -2,309 -5%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$11.9M +$4.03M +14,768 +51%
ASGS
757
Alpha Square Group S
New York
$11.9M -$6.14M -22,500 -34%
MCM
758
Murphy Capital Management
New Jersey
$11.9M -$168K -617 -1%
BWM
759
Buckley Wealth Management
Nevada
$11.8M +$424K +1,554 +4%
HKAM
760
Horizon Kinetics Asset Management
New York
$11.8M -$2.15M -7,870 -15%
RCA
761
Riverview Capital Advisers
Massachusetts
$11.7M +$9.56K +35 +0.1%
ATC
762
Argent Trust Co
Tennessee
$11.7M +$231K +846 +2%
SPC
763
Sigma Planning Corp
Michigan
$11.7M +$940K +3,444 +9%
Massachusetts Financial Services
764
Massachusetts Financial Services
Massachusetts
$11.7M +$2.26M +8,295 +24%
ACA
765
Anchor Capital Advisors
Massachusetts
$11.6M -$1.1M -4,030 -9%
ECM
766
Exchange Capital Management
Michigan
$11.6M -$98.6K -361 -0.8%
MWM
767
Meridian Wealth Management
Kentucky
$11.6M +$645K +2,364 +6%
TCOK
768
Trust Company of Kansas
Kansas
$11.5M -$415K -1,519 -3%
RJT
769
Raymond James Trust
Florida
$11.5M +$167K +613 +1%
FNBT
770
FineMark National Bank & Trust
Florida
$11.5M +$529K +1,938 +5%
GT
771
Glenview Trust
Kentucky
$11.4M +$126K +462 +1%
CHAM
772
Clear Harbor Asset Management
Connecticut
$11.3M -$151K -553 -1%
CA
773
Clearstead Advisors
Ohio
$11.3M +$37.4K +137 +0.3%
MIAN
774
Mariner Independent Advisor Network
Kansas
$11.3M +$308K +1,102 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
775
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.3M +$7.24M +26,518 +180%
29 30
31
32 33